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Everything You Need to Attract Ideal Clients
A Plug-and-play content kit in hand
The Indigo Marketing Agency Membership (Indigo Advisor Club): No more guesswork, just proven results to expand your reach and gain more A+ clients.
Make Your Mark:
Boost your presence in the market with targeted content and strategies specifically tailored to the finance industry.
Seal the Deal:
With our specialized tools and training, converting leads into loyal clients has never been easier.
Sharpen Your Skills:
Dive into exclusive monthly calls and courses to fine-tune your strategies and boost your results.
IndiGO Advisor Club Membership Includes
Marketing Foundations
Enough with the outdated marketing tactics that just drain your time, energy, and budget! If your referral pipeline has slowed to a trickle, here’s EVERYTHING you need to elevate your marketing game—without breaking the budget:
Attract Top-Tier Clients: Monthly Content Package
*Two new template blog articles delivered every month to keep your content current
*Just download, white-label, and deploy
*Access to tried-and-true, relevant topics to send to clients, leads, and referral sources
Maximize Visibility: Monthly Social Media Calendar
*A full month’s schedule of post ideas to attract and engage your ideal client
*Ready-to-use, downloadable calendar
*Fresh content ideas, delivered to you every month to keep your feed relevant and engaging
Marketing Foundations: A Beginner's Blueprint
* Easy-to-follow instructions to set up your marketing from scratch
* Step-by-step guide taken right from Indigo’s own onboarding playbook
* Quick start tools to get your marketing up and running quickly and efficiently
Advance Your Expertise: Exclusive Learning Hub
*Strategy course designed for financial advisors to elevate their business’s marketing
*Learn how to attract high-net-worth clients, boost brand visibility, and optimize your marketing efforts
*Equip yourself and your team with essential marketing skills and strategies
*Access detailed guides and worksheets to support learning and implementationn
Nurture Prospects & Clients: Email Sequence Templates
* A three-part email series to warmly introduce new prospects to your services
* Access ready-to-use templates designed to nurture relationships and drive engagement
Convert Leads into Clients: Expert E-Guides
*2 annual e-guides (e.g., Retirement Planning Guide, Tax Planning Report, Investment Portfolio Analysis, Estate Planning Handbook, Financial Wellness Toolkit)
*Add these guides as gated content on your website to attract more leads and increase conversions
* Offer clients and prospects valuable insights that position you as a trusted advisor
Exclusive Benefits
A toolkit so powerful, it’s like having your own in-house marketing expert.
Interactive Monthly Coaching Calls
* Monthly sessions with cutting-edge strategies from top experts
* Real-time answers and troubleshooting to overcome any challenge and level up your business
Courses
*In-depth training courses that we typically charge per course will be free to our membership clients.
*Topics include strategies related to how to convert prospects into clients and maximizing the lead-generating potential of LinkedIn and social media.
*Regularly updated to stay timely
Comprehensive Courses
* Enjoy free access to premium courses (we typically charge per course!)
* Master strategies to convert prospects and maximize social media lead generation
* Stay current with regularly refreshed content
Private Advisor Forum
* Connect with fellow advisor members to share tips, ask questions, and celebrate success
* Find a supportive community where you can talk shop
Indigo Advisor Club Membership Pricing
Indigo Advisor Club
$299/month
No Contract
You don’t need to be a marketing professional to see your client list grow.
Standing out as a financial advisor isn’t easy. The industry is crowded, and clients have endless choices. Plus, building trust and showcasing your expertise is tough when the rules keep changing.
It’s a lot to handle—but that’s where we come in. We’re here to help you cut through the noise, build a standout brand, and keep your pipeline full with the right clients.
Win Clients, Save Time With:
Proven strategies that deliver results
Efficiency-driven processes for maximum productivity
Superior, client-centered service methods
Personalized support to create compelling, unique value propositions
Authority-building content that helps you dominate your market
Reliable and repeatable systems to elevate your reputation and build trust
Optimized sales processes to overcome fee objections and repair broken sales funnels
Your team, marketing like professionals
Looking for a more comprehensive, done-for-you marketing strategy?
Check out our Total Marketing Package here.
Frequently Asked Questions
Joining a new membership can feel like a big step, and you likely have questions. We get it—you’re eager for real results, and we’re here to make sure marketing is one less thing for you to worry about.
Check out some of the most common questions about what’s included in our Indigo Advisor Club membership. Still curious or have more questions? Schedule a free consultation with one of our experienced marketing strategists. We’d love to chat with you!
Who is this membership for?
If you’re a busy advisor looking to take your marketing to the next level, this membership is for you.
It's perfect for boosting SEO, increasing your online presence, nurturing client relationships, and attracting the right prospects.
It's especially great for Registered Investment Advisors (RIAs) and new advisors with revenue under $250K who need extra content or want to streamline their marketing expenses
Is there a contract?
Nope! There are no contracts or long-term commitments. You can cancel anytime with a 30-day notice and keep all the content we’ve created for you.
What if I need something more custom?
If you’re looking for a fully tailored marketing strategy, check out our Total Marketing Package here. It might be just what you need.
Can I get a discount if I don’t use part of the membership?
Sorry, but we don’t offer discounts for opting out of certain parts of the membership. It’s a full-package deal.
Can you make updates on my website for me?
Website updates aren’t included in the membership, but you can always reach out to the Indigo team here for additional services.
Can I get more articles each month?
Your membership includes two articles per month. If you’re interested in more articles, please contact the Indigo team here.
Does the package include videos?
The membership does not include videos. If you’re interested in adding video content to your marketing strategy, please reach out to the Indigo team here.
What kind of support do I get?
You’ll have access to our team for any questions or help you need. Plus, we offer monthly LIVE coaching calls to keep you on track and answer any questions.
How often is the content updated?
We update our content monthly, so you always have fresh, relevant material to engage your clients and prospects.
Still Have Questions?
We’ve got answers! Schedule a free consultation with one of our experienced marketing strategists. We would love to hear from you!
Make Your Membership Work for You
With our tried-and-true content solutions, you can concentrate on your clients while your membership does the heavy lifting for you. Schedule your free strategy call today!
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